AI Office Reporting with Claude is a hands-on course in using the Claude free plan to analyse Excel data, spot trends and make simple forecasts, then have AI build Excel files, Word reports and PowerPoint decks for management without Microsoft 365 Copilot. It suits office staff, executive assistants and team leaders who report regularly, and you leave with a complete report and executive presentation.
A great deal of office time still goes on gathering figures, building tables and charts, writing reports and preparing management slides every month, even though today's AI tools can analyse data and create Office files directly. Most users still get results that miss the mark, because their instructions are vague, they do not know how to check the answers and they cannot specify an output format that is ready to use.
This course shows learners how to use the Claude free plan from start to finish: uploading data files, checking and cleaning the data, analysing results, trends and basic probabilities, then having AI create Excel, Word and PowerPoint files that can be downloaded and edited in desktop Microsoft Office, with no need for Microsoft 365 Copilot. It closes with data storytelling techniques for reports and presentations that help managers decide quickly, all built around a fictional retailer, BrightMart. (2 days, 6 hours per day, 12 hours in total, Beginner level.)
Course Details
A 2-day, 6-hours-per-day hands-on course (09:00-16:00) at Beginner level for office staff who produce reports and slides regularly. Every workshop uses the learner's own Claude free plan account with desktop Microsoft Office. Microsoft 365 Copilot is not needed, and the Claude add-ins for Office are not used because they are not available on the free plan. Free plan usage limits reset periodically and may change, and menus follow the latest version
on the training day. Unlike Claude AI for Data Analyst, which is aimed at data analysts, and AI-Powered Presentations and Infographics, which focuses on presentation tools, this course takes office staff through the whole flow from raw data to an Excel file, a Word report and an executive deck, using a fictional retailer, BrightMart. Learners take home the course handbook, sample datasets, a prompt template library, checklists for AI output and slides, and the files built during the workshops.
Section 1: Lab: Getting Started with the Claude Free Plan for Office Work
What the Claude free plan offers: file upload, data analysis, and creating and editing Office files and PDFs
Turn on Code execution and file creation in Settings > Capabilities and use Projects to organise each piece of work
Usage limits that reset periodically, and why this course needs neither the Office add-ins nor Microsoft 365 Copilot
Lab: set up your account and create a Project for the BrightMart work
Section 2: Lab: Data Security and Responsible AI Use
Data you should not upload: personal data, ID numbers, customer records and confidential company information
Data masking and creating sample data before sending anything to AI
Hallucination and the principle that AI helps you think while people verify
Lab: mask sensitive columns in a sample file before uploading it
Section 3: Lab: Prompt Engineering for Data Work
Prompt structure: role, context, task, output format and constraints
Attach a data dictionary and ask the AI to check back when the data is unclear
Have the AI show its reasoning, formulas and assumptions so you can check them
Lab: write a reusable prompt template for sales analysis
Section 4: Lab: Checking and Summarising Data
Have AI check for blanks, duplicates and unusual date or number formats
Clean data with plain-language instructions and ask for a log of every change
Basic statistics: totals, averages, medians, minimum and maximum, and proportions
Lab: check and clean the BrightMart sales data
Section 5: Lab: Results, Trends and Basic Probability
Compare by branch, product category and period, with top and bottom rankings
Find trends with growth rates and moving averages, and forecast three scenarios
Estimate likelihood from historical data and tell correlation apart from cause and effect
Lab: find standout and problem branches and products, and forecast the next quarter
Section 6: Workshop: Having AI Create Excel, Word and PowerPoint Files
Excel: sheet names, columns, editable formulas, summary tables, charts and conditional formatting
Word: heading structure, length, Thai fonts, paper size and tables
PowerPoint: number of slides, slide titles, chart types and colour scheme
Check files after download, open them in desktop Office and fix Thai font issues
Workshop: produce an analysis workbook, a one-page Word summary and a three-slide summary deck for BrightMart
Section 7: Lab: Writing Word Reports with AI
The report structure managers want: executive summary, findings, key issues and recommendations
Have AI write a report from the Excel file and existing summary, with tables and charts
Set the language, level of formality, length and heading style
Upload an existing Word file for AI to improve, restructure or shorten
Lab: draft the first version of the report from day one's analysis
Section 8: Lab: Presenting Data in Different Forms
Match the format to the data: tables, bar, line and pie charts, and KPIs
Design readable charts: cut clutter, highlight the message and use colour with purpose
Move content across formats, from Excel to Word and from Word to PowerPoint
Lab: have AI build a summary dashboard in Excel and tables for the report
Section 9: Workshop: Executive Storytelling with Data
The executive view: little time, conclusion first and recommendations they can act on
Structure the story with the Pyramid Principle and SCQA (Situation, Complication, Question, Answer)
Action titles and the one-slide, one-message rule
Workshop: choose 3-5 key numbers and draft the SCQA storyline for BrightMart
Section 10: Lab: Building Clear, Engaging PowerPoint Decks with AI
Workflow: have AI draft the storyline first, review and adjust, then create the file
Set colours, fonts, layouts and chart placement so the whole deck is consistent
Upload a company template or sample deck for AI to follow
Have AI write speaker notes and a key-message summary for the presenter
Lab: build the first version of the deck from your storyline
Section 11: Lab: Quality Checks and Presentation Rehearsal
A checklist for figures and consistency across the Excel file, the report and the slides
Have AI review the deck from a manager's point of view and suggest improvements
Simulate the questions managers are likely to ask and prepare answers with supporting data
Lab: build a prompt template library for monthly and quarterly reports
Section 12: Master Workshop: BrightMart Quarterly Business Review
Produce the complete Quarterly Business Review report in Word with an executive summary and recommendations
Build an 8-10 slide executive presentation with speaker notes using an SCQA storyline
Check every figure from the Excel file through to the slides
Rehearse the presentation, answer AI-simulated questions and receive feedback
No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770
Built for Office staff who summarise data, write reports or prepare slides on a regular basis · Staff in sales, marketing, HR, accounting and finance, and planning teams · Executive assistants, secretaries and project coordinators Background you should have: Confident use of a computer and the internet · Basic use of Microsoft Excel, Word and PowerPoint (open, edit and save files) Not sure the fit is right? Talk to our team on LINE @itgenius or call 02-570-8449.
THB 5,500 (currently THB 4,950 on promotion). The course runs 12 hours. The price excludes 7% VAT (for payment in a company's name). Pay by bank transfer to the company account, confirm it on our payment page, and we can issue the receipt or tax invoice in your company's name.
Yes. Everyone who completes the course receives a Certificate of Completion from IT Genius Institute. Each certificate carries its own number, and anyone holding that number can verify it online on our certificate page, so you can add it to your portfolio or pass it to HR as evidence of training.
You can attend onsite at IT Genius Institute or arrange to join online, and we also run it as a private in-house session for your team. Ask about dates and venues on LINE @itgenius or call 02-570-8449.
Yes. You may retake the same course free of charge in a later round, under the institute's conditions. Tell our team which course and round you attended, and we will check it and offer you the rounds that still have seats. Ask us on LINE @itgenius or call 02-570-8449.
Enrol online with the registration form on this page. You can register several attendees at once and enter your tax ID and billing address for the tax invoice. Or request a company quotation straight from the quote button. For anything else call 02-570-8449 or reach us on LINE @itgenius.
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